Wendy Taylor
Administrative Assistant

Email: wendy.taylor@lpl.com 

Wendy joined our team at Lifetime Planning, Inc. in June 2008 as our administrative assistant. For many years she worked in the medical field but decided to leave that to continue her education, work and pursue other goals. She is a huge animal lover, enjoys camping, the beach and reading biographies.

Email: david.m.smith@lpl.com

David M. Smith, a CFP® practitioner, is the President of Lifetime Planning, Inc. Smith received his bachelor’s degree from Fresno State University in 1966 and taught high school from 1967-1979. He has been a CERTIFIED FINANCIAL PLANNER™ practitioner since 1983. He is a former Camarillo mayor and city council member. He has written a weekly financial column for two newspapers and is listed in Who’s Who in Business and Finance. He is a registered principal with LPL Financial  and holds California insurance license #0575801.

Email: eric.s.smith@lpl.com

Eric S. Smith, JD, and CFP® practitioner, received his law degree from Pepperdine University in Malibu in 1997, and his BA from the University of California, San Diego in 1995. He studied in Spain for one year and is conversant in Spanish. Prior to coming to the firm he was a contract counsel for the County of San Diego. He has been a securities dispute arbitrator for FINRA (formerly NASD) and taught retirement planning classes for Cal Lutheran's MBA program. Eric specializes in retirement income planning. He is a registered principal with LPL Financial and holds California insurance license #0C84302.

Bill Walters, CFP®

Financial Planner

Tel: 805-653-2769

Bill graduated from the United States Naval Academy in 1974. He served in the navy for 13 years as a search and rescue helicopter pilot. He began practicing as a financial planner in 1983, and attained the designation of CFP®  practitioner in 1987. He specializes in retirement planning, growth, and income programs.

Bill is a registered representative with LPL Financial, a registered broker/dealer, member FINRA/SIPC. He holds California Insurance License #06479369.

Robert S. Harrell

Email: robert.harrell@lpl.com

Robert S Harrell joined Lifetime Planning in September of 2005 as an investment advisor representative. He started his career as a registered representative in 2002 after graduating from California State University Northridge in 2001. He received a Bachelor of Science degree in Administration and Economics with an emphasis in management.  He attended the U.S. Space Academy in Huntsville, Alabama and was an exchange student to Japan during his junior year of high school.

Robert specializes in solving financial problems for his clients and helping them plan to work towards their lifetime financial goals such as sending children to college or achieving financial independence prior to normal retirement age. He accepts new clients if they have $100,000 or more in investment capital or if they are related to or referred by his current clients.

Robert is a registered principal with LPL Financial, a registered broker/dealer, member FINRA/SIPC. He holds California Insurance License #0D87320.